Analyst checklist

Before building a dashboard, align on your goals and audience for your publication. Consider:

• Why are you publishing this dashboard? ​What is your goal - what is the tangible change in the world you expect after publishing?​

• Who will use it?​ What will they do with the information?​ Have you engaged them to verify this is a use-case?​ Is publishing a dashboard the best way to get to your results, or would other engagement (presentations, relationship building) be better?

Confirm your use case is best suited for a public dashboard. Then proceed:

1. Set-up

   • Download the template

   • Import data and connect to data table (ideally a public data table on the City’s Open Data Portal)

   • Data cleaning and transformation

2. Visualize your data

   • Build within the template: Replace values in charts and tables. Update titles.

   • You can also add a new tab: Re-size to 700 width. Then add visuals.

   • Turn off all interactions.

3. Accessibility updates

   • Update all alt-text

   • Confirm tab order

4. Build a mobile view

   • Duplicate tab

   • Resize visuals and re-size page

   • Order visuals in tab order, confirm filters appear before the visuals that they filter

5. Clean up and check work

   • Remove spacers, delete all mock data tables, apply changes, and verify nothing is broken.

   • Delete all other tabs. Name the final two "desktop” and “mobile”

   • Complete developer checklist

   • Verify alt text and tab order is correct

6. Publish to Power BI Online, then publish to web

   • If you do not have the publish to web permissions, read DataSF's Power BI Publish to Web Tip Sheet and then contact your IT and supervisor for permissions.